
Secure Your Future with Confidence
Our Services
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Life Insurance
Protect what matters. Our plans give you financial safety and peace of mind, made just for you. Cover final costs, increase retirement income, or leave a legacy. Secure your future now - life is uncertain, but your protection doesn’t have to be.
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Medicare
Understanding the different Medicare parts can be complicated, but we make it easy. We break down the complexities of Medicare into clear, simple choices tailored to your needs. Whether it’s Part A, Part B, Part C, or Part D, we guide you step-by-step so you can confidently select the coverage that works best for you. No confusion, no hassle—just straightforward solutions to protect your health and your future.
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Annuities
We at Monarch Insurance & Wealth Planning Services see annuities as powerful tools to secure your financial future. By providing a guaranteed income stream, annuities help protect you against market uncertainty and longevity risk. We design annuity solutions that fit your unique goals, ensuring confidence and stability in retirement. With us, your peace of mind is our priority.
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Group Medical
Our group medical insurance solutions provide affordable, comprehensive coverage for businesses and their employees. We’ll help you compare plans, control costs, and ensure your team has access to quality care that supports their health and well-being.
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Long-Term Care
Our long-term care planning services help you prepare for the future with confidence. We’ll explore coverage options, discuss potential care needs, and create a plan that protects your health, finances, and peace of mind—while easing the burden on your loved ones.
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Retirement Planning
Our retirement planning services are designed to help you build a secure and comfortable future. We’ll review your goals, explore income and investment strategies, and create a personalized plan so you can retire with confidence and peace of mind.
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Current Plan Review
We’ll take a close look at your current plan to make sure it still meets your needs. If there are gaps, changes, or better options available, we’ll walk you through them so you can feel confident in your coverage.
Our Process
Step 1
Schedule your free consultation call
Schedule your free initial 15-30 minuet phone or video call.
Step 2
Assess your wants and needs
Review your health history, address areas of concern, and explore options tailored to you and your family.
Step 3
Choose What’s Right For You
Once we’ve reviewed the options, we’ll guide you in choosing the one that best fits your goals and needs.
Long Island Proud
We’re proudly based on Long Island and committed to providing you with the best plan tailored to your goals and needs. Most importantly, you’ll always have direct phone access to your agent for any questions—big or small.